Quick start · Business platforms · 1 week
Platform fit review. One week to the right system.
- Length
- 5 business days with your finance and operations leads.
- You get
- A recommendation, a three year cost model, a roadmap.
- Cost
- Fixed, agreed in writing before we start.
- Clients rate us
- 4.7 / 5 from 23 Google reviews
Who does what
You show us how the business runs. We show you what should run it.
You hold
- Two hours with finance, two with operations, one with sales
- Your current tools, spreadsheets and the pain points in them
- User counts and the modules you think you need
Codeeo holds
- A process map of what actually happens today
- Platform options scored against your processes, not a feature list
- Licence, implementation and running cost over three years
- A phased roadmap, starting with what hurts most
What is in the review
A decision, a number and a plan.
- Current state process map
- Quote to cash, procure to pay, hire to retire and the rest, as they really run, with the handoffs that break.
- Platform scoring
- Dynamics 365, Business Central, Odoo and keeping what you have, scored against your processes, your size and your region.
- Three year cost model
- Licences, implementation, integration, hosting, support and the internal time, so the cheap option stops looking cheap.
- Integration map
- What the platform must talk to: bank, payroll, e-commerce, CRM, the government portals in your market.
- Phased roadmap
- Which module first, who is involved, how long, and what success looks like at each phase.
How the week runs
Interviews first, numbers last.
Every quick start runs on the same rule: a written scope and a fixed cost before day one, a named lead, and a report you own whether or not you continue with us.
Days 1 and 2: interviews
Finance, operations and sales walk us through how work moves today.
Day 3: process map and options
The current state mapped and the platform options scored against it.
Day 4: cost model
Three year costs built for each option, with the assumptions listed.
Day 5: recommendation
A call to walk the recommendation, the roadmap and what a first phase would look like.
Is this the right start?
Is a platform fit review the right start?
Tick what describes you
The verdict updates as you go. Nothing is recorded.
Or, if you
- The platform is chosen and you need it implemented.Start with product scoping
- The question is your website, not your systems.Start with a website audit
- You have a custom system and want to know whether to keep it.See the codebase review
Questions about the platform fit review
We implement all three and recommend by fit.
Other quick starts
Not the right question? There are eight more.
- 015 daysWebsite auditTechnical, speed and conversion report
- 022 weeksProduct scopingScope, timeline and a fixed cost
- 033 daysCheckout teardownWhere the basket is losing orders
- 045 daysVisibility auditWhere your buyers are searching, and who is winning
- 051 weekCodebase reviewWhat you have, and what it will cost to carry
- 062 weeksSpeed optimisationCore Web Vitals passed, measured in the field
- 075 daysTechnical SEO reviewCrawl, index, structure and schema, fixed or listed
- 083 daysConversion teardownWhy visitors leave without enquiring, and the fixes
Start it
Start the platform fit review.
A reply within one business day with the scope and the fixed cost in writing.
- 1
A reply within one business day
From the lead who would run it, with two or three questions.
- 2
The scope and cost in writing
What is in, what is out, the fixed cost and the start date.
- 3
Access and start
Read only access on your accounts, and the work begins.